Client Relationship Analyst

Client Relationship Analyst

Job Number : 3260841

3260841

Posting Date

Oct 22, 2024

Primary Location

Americas-United States of America-New York-New York

Wealth ManagementEmployment Type : Full TimeJob Level : Non-Exempt

Description

Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care.

The Client Relationship Analyst assists with the development and growth of business by focusing on servicing clients and understanding their investment objectives.

This is a key role that requires an understanding of firm policies, procedures, and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES :

CLIENT SUPPORT

• Assists Financial Advisors / Private Wealth Advisors in company with all requirements in new account and remediations as well recertification of information as need it .
• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Partners with the team to prepare performance reports and other data for clients, that may involve account performance, investment portfolio holdings, and generating quarterly investment performance monitors
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
• Review and take appropriate action on client account alerts
• Supports the team by organizing and arranging client / prospect data, preparing financial plans, client reports, and other materials for client meetings
• Assists the team with the designing and producing of strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative
• Actively engage in available training and education programs including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted / monthly field service professional and / or training calls
• Perform administrative duties that support Financial
• Proactively participate in firm initiatives directed by local management

Qualifications

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS :

• College degree Diploma / Equivalency
• Industry experience is a plus
• Native or professional fluency in Spanish or Portuguese is preferred
• Experience with BSA / AML Regulations within the financial services industry preferred
• Experience focused on examining potential clients’ source of wealth during the client onboarding process preferred
• Willingness to obtain SIE , Series 7 (GS), and Series 66

Knowledge / Skills

• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail orientated with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment.
• Goal oriented, self-motivated and results driven.
• W8 experience is also a plus

Reports to :

Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Expected base pay rates for the role will be between $35000 to $85000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.